Copper just printed a record high. The supply side is the real story. LME stocks at a year low. Chile's output is down around 9%. Morgan Stanley sees a 600,000 tonne refined copper deficit in 2026, the largest in over 20 years. We're advancing Mt Chalmers, our brownfields copper-gold project in Central Queensland. Definitive Feasibility Study underway. $QML #CopperDeficit

Three data points the short thesis on $NRED cannot absorb cleanly. One: the session low held the open exactly — no flush on a 22.64% move. Two: AMT resistivity is contracted for 2026 — a fixed geological catalyst shorts cannot delay o #CopperDeficit #GoldExploration #JuniorMining

From the IEA to S&P Global to JPMorgan to Goldman: every credible institution agrees copper demand is growing faster than supply can respond. NovaRed Mining Inc. is part of the response. $NRED #CopperDeficit #CopperDiscovery

Hyperscale data center: up to $185B annual spending by 2040 in North America alone. At 6% copper share of capex, that's $11B of copper per year from one region one sector. $NRED NovaRed Mining Inc. #AIInfra #CopperDeficit

Humanoid robots in manufacturing: Tesla Optimus, Figure AI, 1X Technologies all targeting factory deployment by 2027. Each robot unit is copper-intensive in motors and wiring. $NRED NovaRed Mining Inc. #AIRevolution #CopperDeficit

The copper supply chain is broken at mine level, midstream, shipping, and logistics simultaneously. Explorers fix the mine layer. $NRED NovaRed Mining Inc. #CopperDeficit #CopperDiscovery

'Even if a mid-2026 correction occurs, the supply gap is not easily solved.' Analysts from all sides of the bull-bear debate agree on the structural supply problem. $NRED NovaRed Mining Inc. #CopperDeficit #LongGame

Electrification meets its material limit. 🔌⛏️ Copper demand is projected to hit 42M tons by 2040, but supply is stalled at ~30M. AI data centers and EVs are cannibalizing the copper needed for grid upgrades. We are entering an era of "Resource Realism." 📉 theconversation.com/global-c… #ClimateScience #CopperDeficit #EnergySecurity

#Investment banks upgrade 2026 #copperprice & #copperdeficit forecasts on long-term #Copper demand - @JPMorgan @UBS @Citi and @BankofAmerica. Also, check out $FRI #YanderaCopper Project in #PNG one of the largest undeveloped #Cu projects in the world freeportresources.com

A rapidly emerging #copperdeficit is estimated to require at least $200B of #CAPEX over the next 10 years to fill 10Mt #copper deficit forecast by 2035.  #Copperprice of $4.50/lb from 2025-2027 and $4.00/lb long-term are expected to incentivize new supply to 2035. #NowIsTheTime

Is the world's copper supply facing scarcity? A forecast surplus of copper going into 2024 has vanished due to recent disruptions such as mine closures, production setbacks, and public protests. With 600,000 tons of supply gone, the market hangs between balance and deficit, impacting future green energy goals. Analysts are now wondering: could this be the kickoff of the next copper cycle? 🌍🔗 Read more: bit.ly/472lK3M #DoreCopper #Copper #coppermining #copperdeficit #miningnews

Australia's largest undeveloped #Copper project receives an LOI from the Danish Export Credit Agency 🤩 Exciting news 💥 Keeping on schedule for 2026 production 😃 Just in time for the widening #CopperDeficit caravelminerals.com.au/ @CaravelMinerals $CVV

#Copper #Copperdeficit

Exciting news from @KitcoNewsNOW - Copper demand should only grow... kitco.com/news/2020-07-07/Co… @investyukon #Copperdemand #copperdeficit #yukonmining @CasinoMining

Goldman Says Outlook for Copper Supply is Deteriorating bloomberg.com/news/articles/… #copperdemand #WRN #copperdeficit @InvestYukon

Copper is moving up 0.7% today. While the less liquid $Copper ETF $JJCTF is up 3% #CuSoon #CopperDeficit #InflationNation

#FlashbackFriday to this @VisualCap piece from June 2015... The Looming Copper Supply Crunch. Today, the #copperdeficit is only growing. The world is in need of large copper plays like the #casinoproject! #copper #redmetal #yukon #investyukon #WRN ow.ly/1lS030nrsxo

miningnews.net/events-covera… #copper #copperdeficit #redmetal $12,000/t #mining #invest

Copper: Driving the Green Energy Revolution. As the world gets "greener", copper demand will only rise. #gogreen #copperdeficit ow.ly/g00Y30kfXSr @InvestYukon